How to Create a Saved Search

Select the Advanced Search item from any screen, create and run an advanced search. Once you are satisfied with the search results do the following:

1. Click on Search Options.
2. Click Save Search
3. Enter the name of the search in the text box.
4. Select Save as New Search

If you are modifying an already saved search:

1. Click on Search Options.
2. Click Save Search
3. Select Update Search to Save current settings.

If you select Save As New Search you will create another saved search.

The saved search can be accessed by selecting the Searches under User ID or by launching them from the user portal. Saved searches can also be shared with other users by clicking on "Modify Security" after saving the search. Refer to How to Publish Saved Searches topic for more information.